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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,660 | $198,457-62.4% | $170,435-56.2% | $147,586-49.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.16% | 257.30%-242.1pp | 205.94%-190.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $7,500 | $6,183+21.3% | $5,432+38.1% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $544 | $16,852-96.8% | $13,881-96.1% | $10,886-95.0% |